Senior Financial Advisor

Drive Business Success as a Senior Financial Advisor

We are seeking an experienced Senior Financial Advisor to join our team. As a trusted guide, you will help businesses navigate challenges and seize opportunities. Your expertise will fuel their success, and your insights will make a real difference.

We believe in doing things differently. Our core values-Insightful, Authentic, Dynamic, and Connected-define everything we do. You'll be empowered to make meaningful contributions, work with integrity, adapt to new challenges, and build lasting relationships.

You deserve to work in an environment that values your skills, supports your growth, and gives you the space to thrive. Our team genuinely cares about your success.

• Client Management: Use your insightful expertise to manage a portfolio of clients, providing strategic business and tax advice.

• Relationship Building: Build authentic client relationships, becoming their go-to advisor for business operations, regulatory compliance, restructures, and succession planning.

• Financial Modelling: Conduct financial modelling and strategic planning to drive business growth.

• Tax Guidance: Guide clients through complex tax matters, asset sales, acquisitions, and operational challenges.

• Mentorship: Mentor and review the work of junior team members, ensuring accuracy and compliance with industry standards.

• Feedback and Growth: Provide dynamic feedback and guidance to help your team grow.

• Workflow Management: Manage workflow efficiently, ensuring deadlines are met while maintaining high-quality outcomes.

• Collaboration: Work collaboratively with Managers and Partners to strengthen team performance and client service.

• Financial Reporting: Prepare financial statements and tax returns for individuals, private companies, trusts, and SMSFs.

• Tax Planning: Handle fringe benefits tax, payroll matters, and tax planning with confidence.

• Legislative Awareness:

  Stay ahead of legislative changes, ensuring clients remain compliant while maximizing opportunities.

• Make a Real Impact: Your work directly contributes to the success of businesses, ensuring they make informed and strategic decisions.

• A Team That Supports You: You'll be part of a connected team that values your expertise and supports your development.

• Opportunities for Growth: Advance your career with structured development, mentoring, and leadership opportunities.

• A Reputation for Excellence: Join a firm that has built trust and success over years by staying authentic and forward-thinking.

You're a problem-solver who thrives in a fast-paced environment. You love working with clients, enjoy mentoring others, and you're ready to step into a role with greater autonomy and impact.

• Credentials: CA/CPA-qualified (or on your way) with a degree in Accounting, Business, or Commerce.

• Experience: 3-5+ years' experience in Business Services, ideally with leadership or mentoring experience.

• Skills: Strong project management skills with a goal-oriented and dynamic mindset.

• Lifelong Learning: A commitment to continuous learning and improvement.

• Communication: Excellent communication skills-you know how to build authentic relationships with clients, Managers, and Partners.

We invest in your growth and well-being. Here's how we support you:

• Career Development: Access to our Learning Pathway Program and financial support for your CA/CPA qualification.

• Extra Time Off: Enjoy bonus annual leave, a purchased leave scheme, and paid parental leave.

• Financial Perks: Salary packaging options to maximize your take-home pay.

• Direct Access to Leaders: Work closely with senior staff and Partners who support your career progression.

• A Thriving Social Culture: Join social and networking events, corporate volunteering, and sporting activities.

• Modern Workplace: Work in an eco-friendly office with modern end-of-trip facilities and a Dress for Your Day policy.